Clear Perspectives Financial Planning’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.19M | Buy |
25,381
+16,099
| +173% | +$3.29M | 2.91% | 13 |
|
|
2022
Q4 | $1.6M | Sell |
9,282
-160
| -2% | -$27.5K | 0.85% | 25 |
|
|
2022
Q3 | $1.65M | Sell |
9,442
-1,118
| -11% | -$195K | 0.81% | 25 |
|
|
2022
Q2 | $1.92M | Sell |
10,560
-7,408
| -41% | -$1.35M | 0.75% | 22 |
|
|
2022
Q1 | $4.23M | Sell |
17,968
-1,999
| -10% | -$471K | 1.6% | 15 |
|
|
2021
Q4 | $5.21M | Buy |
19,967
+2,697
| +16% | +$703K | 2.11% | 12 |
|
|
2021
Q3 | $4.06M | Buy |
17,270
+4,194
| +32% | +$985K | 1.84% | 15 |
|
|
2021
Q2 | $3.03M | Buy |
13,076
+709
| +6% | +$164K | 1.46% | 18 |
|
|
2021
Q1 | $2.56M | Sell |
12,367
-12,447
| -50% | -$2.58M | 1.48% | 20 |
|
|
2020
Q4 | $5.06M | Buy |
+24,814
| New | +$5.06M | 3.2% | 10 |
|